Sustainable Investing Monitor-November 1, 2025
Sustainable Bottom Line: Sustainable focused long-term funds ended October at $380.01 billion; no new funds were launched; only two of six selected sustainable indices outperformed. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), based on Morningstar classifications, […]
Focused sustainable funds: Visible but still a niche
Sustainable Bottom Line: Focused sustainable mutual funds and ETFs remain a niche segment, constrained by limited scale, the lack of standardization and uneven investor adoption. By most measures, the focused sustainable funds market segment qualifies as a niche product offering As of August 31, 2025, focused sustainable long-term mutual funds and ETFs—those that explicitly incorporate […]
Sustainable Investing Monitor-October 1, 2025
Sustainable Bottom Line: Sustainable funds reached $374.1 billion in September, a month when no new funds were listed and four of six sustainable indices outperformed. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), based on Morningstar classifications, […]
Sustainable Investing Monitor-September 1, 2025
Sustainable Bottom Line: Focused sustainable funds reached $367.7 billion in assets, with one new fund introduced, while only one of six selected sustainable indices outperformed. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), based on Morningstar classifications, […]
Sustainable Investing Monitor-August 1, 2025
Sustainable Bottom Line: Sustainable funds ended July at $363 billion in assets, there were no fund launches, and three of six selected sustainable indices outperformed. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), based on Morningstar classifications, […]
Sustainable Investing Monitor-July 1, 2025
Sustainable Bottom Line: Focused L-T sustainable funds ended June with $358.7 billion, two sustainable ETFs were launched while three of six selected sustainable indices outperformed. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), a combined total of […]
Sustainable Investing Monitor-June 1, 2025
Sustainable Bottom Line: Focused sustainable funds ended May with $346 billion, gaining $14.3 billion, and eked out inflows, while three of six sustainable indices outperformed. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), a combined total of […]
Sustainable Investing Monitor-May 1, 2025
Sustainable Bottom Line: Focused long-term sustainable funds ended April with $331.7 billion in assets, a $7.3 billion drop, and experienced outflows, while ESG indices stabilized. Long-Term Net Assets: Focused Sustainable Mutual Funds and ETFs Focused sustainable long-term fund assets under management attributable to mutual funds and ETFs (excluding money market funds), a combined total of […]